Energy Market Update 07/10/2025

Welcome to our weekly energy market update, where we share the latest trends, shifts, and key developments impacting the energy sector. Whether it’s fluctuations in oil and gas prices, changes in renewable energy policies, or updates on energy infrastructure projects, we’re here to help you stay informed. Join us as we break down the most important factors influencing the market this week, and explore what these changes could mean for your business.

Current Market Drivers:

❄️ Some analysts expect Europe to end the Winter-25 season with gas storage levels around 33%, below the five-year average of 45%, indicating a tighter supply balance toward the end of the season.

💥 Russia continues to intensify attacks on Ukraine’s energy infrastructure, with key gas facilities critically damaged as we head into winter. Meanwhile, US intelligence support for Ukraine’s strikes on Russian energy targets may continue, supporting geopolitical risk along the curve.

⚡ France’s power market is in contango, reflecting short-term caution among traders but medium-term expectations of rising prices, which could signal more expensive power exports to the UK and Europe.

🧊 Asian LNG prices have fallen to their lowest level in a year amid weak demand, with reduced offtake from Egypt also improving European supply dynamics. Already, around 45% of last year’s October LNG deliveries have been secured for Oct-25, less than a week into the month.

🏭 Chinese manufacturing data shows contraction for the sixth consecutive month in the world’s second-largest economy, signaling a sustained slowdown. This points to softer industrial demand, and mirrors weaker global consumption patterns.

Get in Touch